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Category Archives: Uncategorized
How Is That Reagan-Trump S&P500 Analog Working Out?
So far, at the close of 2016, the Trump S&P500 is outperforming the Reagan S&P500 by 0.38 percent, 38 days after the close of their respective election days. The Trump bump has been a relatively steady climb before rolling over … Continue reading
Global Macro Data Year in Review
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Posted in Daily Risk Monitor, Uncategorized
Tagged 2016 Year in Review, bonds, Commodities, Currencies, Global equity markets, Performance, Stocks
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The biggest moment of 2017: Donald Trump’s inauguration – Economist
Published on Dec 30, 2016 On January 20th 2017, the eyes of the world will be on Donald Trump as he takes the oath of office and is sworn in as America’s 45th president. The political tremors will reverberate around … Continue reading
Posted in Economics, Policy, Politics, Uncategorized
Tagged 2017 Biggest Moments, Economist, Event Risk
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History Shows Why Prognosticators Should Be Discounted
It is the end of the year and prognosticators are crawling out of the woodwork. So, it’s time to repost a piece from Global Macro Monitor years’ past. Prophets are usually false, and that includes us. After all, look at … Continue reading
Reagan v Trump Macro Initial Conditions
We hear lots of talk these days about, Why Donald Trump’s Market Rally Echoes Ronald Reagan’s. We are big fans of Chaos Theory, Chaos theory is a branch of mathematics focused on the behavior of dynamical systems that are … Continue reading
Posted in Equities, President Trump, Uncategorized
Tagged President Reagan, President Trump, Stock Market
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COTD: Pain In Global Bond Portfolios
Lots of pain out there over the past few months in global bond portfolios. Look at the reach for duration as global interest rates fell in the IMF chart below, The IMF probably created the chart in late August/early September. … Continue reading
Posted in Uncategorized
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Daily Risk Monitor – December 23
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Posted in Daily Risk Monitor, Uncategorized
Tagged bonds, commod, Currencies, Global equity markets, Performance, Stocks
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Merry Christmas, Folks!
Thanks for tuning in this year and staying with us. Lots of good things to come in the New Year. Let us raise some Christmas cheer the progress we have have made over the past two centuries and end with … Continue reading
Posted in Economics, Uncategorized
Tagged Economics, Joel the Lump of Coal, Killers, Progress
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Global Macro Monitor 